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Account Activity Report
- Click on Account Transaction Activity in the Reports Home Page.
- Enter the Fund or beginning account number (for a range) in the Starting Account or Fund box. To browse for the account, click the magnifying glass.
- Use the filters to narrow your search or type the beginning of the account number/description. Select the account.
- In the To Account box, enter the last account, if in a range. Do not enter anything in the box if you only want to see activity for one account.
- The Show Only filter allows you to select account types. You can select more than one filter.
- The Sort By option lets you select the order of the report.
- Enter the date range you wish to see or click the calendar icon to use the drop-down calendar to select the dates. Leave the date entries blank for a year-to-date report.
- Reports can be run for multiple years by entering the date range to include prior periods.
- Click the Get Activity Report button.
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